Kevin Hrdlicka, head of wealth at Savant Wealth Management, shares insights in WealthManagement.com on how AI is accelerating innovation in financial advising.
Savant Wealth Management announced it ranked on the annual Inc. 5000 list of fastest-growing private companies in America for the third consecutive year. This year, Savant ranked at 2,907, moving up from its ranking of 3,871 in 2024 and 4,589 in 2023.
Savant has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).
Savant has entered into an agreement to acquire Michigan-based AMDG Financial and AMDG Business Advisory Services. This acquisition will expand Savant's national footprint and mark its formal entry into the Michigan market.
Allison Alexander, financial advisor with Savant Wealth Management, has been named one of the 2021 People You Should Know by the Rockford Chamber of Commerce.
Financial advisor Daryl Dagit wrote the article, “Six Financial Tips for Newlyweds” for Peoria Magazine. The article outlines six suggestions for young couples who are creating the foundation for their financial life.
Financial advisor David McCormick-Goodhart suggests setting up automatic payments for bills in an article about financial to-dos before leaving on a trip, which appeared in GOBankingRates.com.
Kevin Hrdlicka, COO of Savant and Michael Paley COO of Klingman & Associates provide some actionable suggestions for RIAs looking to scale their firms to the next level in Ep 30 of the COO Roundtable podcast.
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